Franklin Resources Inc. Has $1.59 Billion Holdings in Texas Instruments Incorporated $TXN

Franklin Resources Inc. lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 26.9% during the 4th quarter, Holdings Channel reports. The fund owned 9,153,622 shares of the semiconductor company’s stock after acquiring an additional 1,938,788 shares during the quarter. Franklin Resources Inc.’s holdings in Texas Instruments were worth $1,588,062,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of TXN. Brighton Jones LLC boosted its holdings in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares in the last quarter. Intech Investment Management LLC boosted its holdings in shares of Texas Instruments by 12.8% in the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. boosted its holdings in shares of Texas Instruments by 1,810.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares in the last quarter. Main Street Financial Solutions LLC boosted its holdings in shares of Texas Instruments by 1.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after acquiring an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC boosted its holdings in shares of Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after acquiring an additional 496 shares in the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. TD Cowen upped their price objective on Texas Instruments from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Wells Fargo & Company upped their price objective on Texas Instruments from $215.00 to $260.00 and gave the stock an “equal weight” rating in a report on Thursday, April 23rd. Bank of America upped their price objective on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Truist Financial upped their price objective on Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. Finally, Mizuho upped their price objective on Texas Instruments from $255.00 to $300.00 and gave the stock a “neutral” rating in a report on Tuesday, May 19th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $265.57.

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $285.06 on Monday. The business has a 50-day moving average of $261.65 and a two-hundred day moving average of $216.87. The company has a market capitalization of $259.43 billion, a P/E ratio of 48.81, a price-to-earnings-growth ratio of 1.43 and a beta of 1.32. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $331.51.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company’s revenue was up 18.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Tuesday, May 5th. Texas Instruments’s dividend payout ratio is 97.26%.

Insider Activity

In other Texas Instruments news, VP Mark T. Roberts sold 28,080 shares of the stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president owned 53,809 shares in the company, valued at approximately $15,084,815.06. This represents a 34.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the transaction, the chief financial officer owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 303,475 shares of company stock worth $85,666,638. 0.60% of the stock is currently owned by insiders.

About Texas Instruments

Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.

TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.